The Independent Advantage with Rob Samson episode artwork

EPISODE · Mar 7, 2023 · 25 MIN

The Independent Advantage with Rob Samson

from RIA Collective · host Charlie Van Derven

In this podcast episode, Charlie Van Derven interviews Rob Samson from Stratos Wealth Partners, a Midwest-based firm that offers independent financial advisors the opportunity to have the support they need to build their business without having to go it alone. Rob shares his insight on the benefits of the independent side of the industry for advisors who want to have the freedom to serve their clients in the purest, most fiduciary-based way. He also talks about how the independent space is a growth-oriented channel that allows financial advisors to be a full balance-sheet wealth manager and have the flexibility to do business where they want to. Rob dispels common misconceptions about the independent space and talks about how senior advisors can best transition their businesses to the next generation.Tune in for a refreshing and optimistic look at independence. 

Episode metadata supplied by the publisher feed · Published Mar 7, 2023

Embed this episode

In this podcast episode, Charlie Van Derven interviews Rob Samson from Stratos Wealth Partners, a Midwest-based firm that offers independent financial advisors the opportunity to have the support they need to build their business without having to go it alone. Rob shares his insight on the benefits of the independent side of the industry for advisors who want to have the freedom to serve their clients in the purest, most fiduciary-based way. He also talks about how the independe...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

The Independent Advantage with Rob Samson

0:00 25:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of RIA Collective?

This episode is 25 minutes long.

When was this RIA Collective episode published?

This episode was published on March 7, 2023.

Can I download this RIA Collective episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!